Fidelity Investments
Investing ,
Financial AdvisingHours:
655 West Columbia Way Ste 404, Vancouver WA 98660 Hours
About Fidelity Investments
Fidelity Investments provides helpful in-person service at their offices, with advisors described as personable, friendly, efficient, professional, and informative. Customers appreciate having an actual person to meet with. Phone customer service, however, receives mixed reviews and is sometimes noted as less effective. The company advises that phone service can vary and that a negative call may be with a newer associate, as experienced staff typically provide lovely service. The overall recommendation is for customers to meet in person for the best experience.
Most Recent Reviews
August 2026
Met with a financial consultant (Steven Newman ) for the first time, just starting to think about retirement plans and we were super impressed. Professional, knowledgeable and explained things very well.
January 2025
They were very helpful in the office setting. That is why I am giving 5 stars. Over the phone I would give them a 2 star rating.
October 2024
We enjoyed our first meeting with Donell. Personable, friendly, and is going the extra mile to make sure he is finding all the ways he can help.
More Comments(21)
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